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Get this free template in FellowCustomer relationship management is the engine that drives your business forward. Gain an unparalleled understanding of your clients' needs and the value you can provide them with our customer check-in template.
Increasing retention and strengthening customer relationships depend on how you conduct customer check-ins. This meeting note template is designed to distill valuable insights from every customer conversation through the following steps:
Our customer check-in template is ideal for teams of all sizes, from individual sales reps paying a visit to a client's office, to small startups getting their customer success team off the ground, to enterprises revamping their customer relationship management to be more robust.